LifeFolio Workshop - Being organized is one of the keys to efficiency, but most people would find it challenging to locate their critical documents when they needed them most.

Description

Learn how to:

• Organize your financial, health and personal documents with a LifeFolio Kit.
• Discover potental gaps in your estate plan, as well as where you may find help filling them in.
• Review and evaluate your overall financial goals.
• Have a financial conversation with your family.